HighPoint Advisors, LLC

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Syracuse
CRD Number
Website highpointadv.com
Client types

Overview

HighPoint Advisors is an independent wealth management practice based in East Syracuse, New York, serving individuals, families, and small businesses with comprehensive planning and investment management. The team delivers goals-based planning, retirement and income strategies, estate and education planning, insurance solutions, and sustainable investing options. Advisory services are provided through Private Advisor Group, while brokerage, custody, and technology are provided through LPL Financial, giving clients access to institutional research, trading, and digital portals. The firm emphasizes long-term relationships, clear communication, and ongoing portfolio monitoring to align strategies with evolving life events and objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

HighPoint Advisors, LLC

Platform Details

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